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dirkmuis
Helper II
Helper II

Best practice sharing customer specific dashboards

I'm looking for the best way to accomplish the following (if possible):

 

1. We're creating a dashboard for customers 

2. We want to share the dashboards to customers

 

Questions:

1. Is it possible to create one dataset (let's say persons) and share it to a customer with a fixed filter per customer? So they only see persons connected to organisation X and another customer persons connected to organisation Y or should we add a data source per customer?

2. As the data comes from our database which is off course not open to public, how do we let them refresh the data or even better how can we keep their data actual without manually push it.

3. Can we share dashboards to different customers without having to know their credentials?

4. So we need a solution where we can pre-create some dashboards and share it to our customers, so it shouldn't be open to public. It sounds like a service with customer accounts.

 

I'm wondering what the best options are?

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